SWP
DFUS

Stratos Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Stratos Wealth Partners’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.9M Buy
230,591
+5,459
+2% +$432K 0.19% 111
2026
Q1 		$16M Buy
225,132
+923
+0.4% +$68.4K 0.18% 110
2025
Q4 		$16.6M Sell
224,209
-19,112
-8% -$1.4M 0.19% 105
2025
Q3 		$17.6M Buy
243,321
+9,403
+4% +$655K 0.21% 95
2025
Q2 		$15.7M Buy
233,918
+2,692
+1% +$167K 0.21% 101
2025
Q1 		$14M Buy
231,226
+3,657
+2% +$234K 0.21% 107
2024
Q4 		$14.5M Sell
227,569
-914
-0.4% -$58.6K 0.2% 99
2024
Q3 		$14.2M Buy
228,483
+7,964
+4% +$477K 0.21% 103
2024
Q2 		$13M Buy
220,519
+1,929
+0.9% +$110K 0.21% 100
2024
Q1 		$12.5M Buy
218,590
+9,971
+5% +$540K 0.21% 110
2023
Q4 		$10.8M Buy
208,619
+1,813
+0.9% +$87.8K 0.2% 109
2023
Q3 		$9.63M Buy
206,806
+43
+0% +$2.08K 0.21% 101
2023
Q2 		$9.96M Buy
206,763
+10,589
+5% +$482K 0.23% 96
2023
Q1 		$8.72M Sell
196,174
-1,915
-1% -$83.2K 0.23% 94
2022
Q4 		$8.24M Sell
198,089
-5,905
-3% -$247K 0.21% 102
2022
Q3 		$7.92M Buy
203,994
+137,607
+207% +$5.92M 0.22% 94
2022
Q2 		$2.71M Buy
66,387
+11,410
+21% +$506K 0.07% 261
2022
Q1 		$2.69M Buy
54,977
+1,369
+3% +$66.2K 0.06% 295
2021
Q4 		$2.77M Sell
53,608
-131
-0.2% -$6.58K 0.06% 287
2021
Q3 		$2.53M Buy
53,739
+1,819
+4% +$88K 0.06% 275
2021
Q2 		$2.45M Buy
+51,920
New +$2.42M 0.06% 286

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Stratos Wealth Partners's DFUS Position: Q2 2026 in Review

Stratos Wealth Partners increased its Dimensional US Equity ETF (DFUS) stake by 2.4% in Q2 2026, buying an estimated $432K and bringing the position to 230,591 shares worth $18.9M. The position accounts for 0.19% of the portfolio, ranked #111.

Stratos Wealth Partners first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Stratos Wealth Partners held 230,591 shares of Dimensional US Equity ETF worth $18.9M as of Q2 2026.
  • Stratos Wealth Partners bought 5,459 Dimensional US Equity ETF shares in Q2 2026, an estimated $432K.
  • Dimensional US Equity ETF made up 0.19% of Stratos Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • Stratos Wealth Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.